Daily briefing agent
Gives every field employee their appointments, addresses and the context from mail and CRM every morning.
Saves, estimated: ± 1.5 hours per employee per week
Daily briefing agent is an AI agent from Altramano for operations and planning. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads today's appointments per employee from the calendar.
- Looks up the context for every appointment: earlier visits, open points, what the customer mailed.
- Puts it together in a short briefing per employee, with addresses and phone numbers.
- Sends the briefing at a fixed time to the employee's phone.
An example
- In
- Four appointments for engineer Kees on Tuesday, in the calendar.
- Out
- At 07.00 a message with four addresses, per address what is going on and what the customer asked last time.
Integrations it uses
Google CalendarCreate, search and update events in Google Calendar, with triggers on new or changed events.
Microsoft Outlook CalendarCreate, search and update events in the Outlook calendar, with triggers on new events.
HubSpotContacts, companies, deals, lists and workflows in HubSpot, with 24 triggers such as a new deal or a changed stage.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Microsoft TeamsChannels, chats and messages in Teams, with triggers on new messages.
Where the limit lies
The briefing goes by itself to your own employee; nothing goes to a customer.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Diary briefing at 07:30 | automation | Every morning, a short briefing of today's appointments, with context per appointment. |
Industries where this comes up
Frequently asked questions
Where does the briefing arrive?
As mail, in Teams, or as a message on the phone. You choose per employee.
What if an appointment changes at the last minute?
A change in the calendar after the briefing it sends as a separate message.
Does an employee also see a colleague's briefing?
No. Everyone gets only their own day.